Wealth Architects, LLC Mcdonalds Corp Transaction History

Wealth Architects, LLC

$739 Million
Q1 2024

A detailed history of Wealth Architects, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealth Architects, LLC holds 1,597 shares of MCD stock, worth $400,990. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,597

Previous 1,603 0.37%

Holding current value

$400,990

Previous $475,000 5.26%

% of portfolio

0.06%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$278.58 - $300.53 $1,671 - $1,803	-6 Reduced 0.37%	1,597 $450,000
Q4 2023 Feb 14, 2024	BUY	$246.19 - $296.51 $53,177 - $64,046	216 Added 15.57%	1,603 $475,000
Q3 2023 Nov 09, 2023	SELL	$263.44 - $297.13 $263 - $297	-1 Reduced 0.07%	1,387 $365,000
Q2 2023 Aug 02, 2023	SELL	$281.9 - $298.41 $14,658 - $15,517	-52 Reduced 3.61%	1,388 $414,000
Q1 2023 Apr 21, 2023	BUY	$260.66 - $279.61 $260 - $279	1 Added 0.07%	1,440 $402,000

Q4 2022 Feb 09, 2023	SELL	$233.19 - $277.79 $699 - $833	-3 Reduced 0.21%	1,439 $379,000
Q3 2022 Oct 24, 2022	SELL	$230.74 - $266.82 $28,150 - $32,552	-122 Reduced 7.8%	1,442 $333,000
Q2 2022 Jul 29, 2022	BUY	$229.0 - $255.85 $13,282 - $14,839	58 Added 3.85%	1,564 $386,000
Q1 2022 May 17, 2022	SELL	$222.0 - $269.69 $26,862 - $32,632	-121 Reduced 7.44%	1,506 $372,000
Q4 2021 Jan 19, 2022	SELL	$236.42 - $268.49 $14,185 - $16,109	-60 Reduced 3.56%	1,627 $436,000
Q3 2021 Nov 09, 2021	BUY	$229.26 - $248.11 $21,779 - $23,570	95 Added 5.97%	1,687 $406,000
Q2 2021 Aug 09, 2021	BUY	$225.21 - $237.11 $14,863 - $15,649	66 Added 4.33%	1,592 $368,000
Q1 2021 Apr 29, 2021	BUY	$204.84 - $227.35 $12,495 - $13,868	61 Added 4.16%	1,526 $342,000
Q4 2020 Jan 28, 2021	BUY	$207.76 - $229.64 $1,038 - $1,148	5 Added 0.34%	1,465 $314,000
Q3 2020 Nov 09, 2020	SELL	$183.52 - $224.81 $54,872 - $67,218	-299 Reduced 17.0%	1,460 $320,000
Q2 2020 Aug 14, 2020	BUY	$158.17 - $202.65 $83,039 - $106,391	525 Added 42.54%	1,759 $324,000
Q1 2020 Apr 23, 2020	BUY	$137.1 - $217.46 $3,564 - $5,653	26 Added 2.15%	1,234 $204,000
Q4 2019 Jan 28, 2020	SELL	$188.66 - $212.83 $1,509 - $1,702	-8 Reduced 0.66%	1,208 $239,000
Q3 2019 Oct 23, 2019	SELL	$206.3 - $221.15 $6,807 - $7,297	-33 Reduced 2.64%	1,216 $261,000
Q2 2019 Jul 12, 2019	SELL	$188.35 - $207.66 $24,297 - $26,788	-129 Reduced 9.36%	1,249 $259,000
Q1 2019 May 01, 2019	SELL	$173.97 - $189.9 $3,653 - $3,987	-21 Reduced 1.5%	1,378 $262,000
Q4 2018 Jan 17, 2019	SELL	$162.97 - $189.26 $89,307 - $103,714	-548 Reduced 28.15%	1,399 $248,000
Q3 2018 Oct 04, 2018	BUY	$155.41 - $167.29 $302,583 - $325,713	1,947 New	1,947 $326,000

Others Institutions Holding MCD

# of Institutions

3,406

Shares Held

494M

Call Options Held

7.54M

Put Options Held

5.07M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $185B
Description
McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...

More about MCD

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Wealth Architects, LLC Mcdonalds Corp Transaction History